By Stocktwits News Desk
Publication Date: 2026-11-08 06:45:00
JPMorgan Asset Management Global Market Strategist Stephanie Aliaga warned that mounting opposition could mean longer negotiations, higher costs and further delays.
- Aliaga noted that the backlash against data centers has been building for months, with concerns ranging from rising electricity bills and water consumption to pressure on already strained power grids.
- The issue also emerged as a political flashpoint during the midterm elections. Democrats won governorships in major data center markets.
- Aliaga also highlighted that the scale of opposition is growing, noting that data analytics firm Wood Mackenzie counted more than 400 state and local moratorium actions since January 2026.
The artificial intelligence infrastructure boom is running into an unexpected obstacle, which is growing public opposition to data centers. As communities push back against the facilities powering the AI revolution, political resistance could complicate expansion plans for some of the world’s biggest technology companies.
In a new note, JPMorgan Asset Management Global Market Strategist Stephanie Aliaga warned that mounting opposition could mean longer negotiations, higher costs, and further delays for data center developers, a problem that extends beyond just the leader in this segment, Nvidia Corp. (NVDA).
Data Center Backlash Gains Political Momentum
Aliaga noted that the backlash against data centers has been building for months, with concerns ranging from rising electricity bills and water…
